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Vanguard Wellington Fd us minimum shares owned by Independence Asset Advisors

Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by Independence Asset Advisors from 13F filings

Historical chart of Independence Asset Advisors investment in Vanguard Wellington Fd us minimum

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us minimum held by Independence Asset Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us minimum by Independence Asset Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 21k 131.31
2025-06-30 $2.7M 21k 128.23
2025-03-31 $2.6M 21k 126.74
2024-12-31 $654k 5.4k 120.55

More positions owned by Independence Asset Advisors

Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Rus 1000 Val Etf (IWD)
Vaneck Etf Trust Aa Bb Clo Etf (CLOB)
Vanguard Index Fds Total Stk Mkt (VTI)
Pacer Fds Tr Aristotle Pacifi (FLRT)
Vanguard Wellington Us Minimum (VFMV)
CVS Caremark Corporation (CVS)
Vanguard Index Fds Real Estate Etf (VNQ)
United Parcel Service CL B (UPS)
Global Payments (GPN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Natixis Etf Trust Ii Natixis Loomis (LSGR)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Independence Asset Advisors

Top funds holding Vanguard Wellington Fd us minimum

Anderson Hoagland & Co
Foundations Investment Advisors
LPL Financial
Sequoia Financial Advisors
Martin Worley Group
Goss Wealth Management
UBS Group
Equitable Holdings
Umb Bank N A
Titleist Asset Management
Sculati Wealth Management
Kestra Advisory Services
Cambridge Investment Research Advisors
Creative Financial Designs
Independence Asset Advisors

View all funds holding Vanguard Wellington Fd us minimum